Complete the following process to start a batch with a Time File Import:
1. Navigate to HR & Payroll > Payroll > Run Payroll.
2. Verify the following for the applicable payroll:
Check Date
Period Begin Date
Period End Date
3. Select Start Payroll for the applicable payroll.
4. Select Create Batch.
5. Select TimeImprt from the Batch Type dropdown menu.
6. Select Next.
7. Select Create new batch and enter a batch name, or select Merge Into Existing.
New batch names default to T.
New batch names must be unique.
For Merge Into Existing batches, select the existing batch for which the Time Import will be merged.
8. Select Upload, then select Select File.
9. Locate the .csv file saved to the local system.
10. Select Open to upload the file.
11. Select Import in the lower-right corner of the page.
A note notifying users of the number of imported employee records and if there were any errors or warnings will appear.
The total number of employee records counts lines of information, not the number of employees.
12. Select Continue if the import is successful.
13. Select Status Report to display any errors or warnings if applicable.
Warnings inform but still import the information.
If the warning is acceptable (paying an employee whose status is now terminated):
1) Close the report.
2)Select Ignore Errors and Import to return to Run Payroll.
If an error appears, then the import will not complete and the payroll may need to be manually input to the batch.
The Cancel option will stop the import for another attempt.
Correct changes in the original system.
Download a new import file.
Repeat the process without errors or warnings.
14. Select the Batch Name link to make edits to the employee data in the batch.
15. Select the guidance at the bottom of the page to approve and submit the batch.
💡 ADDITIONAL INFORMATION:
Company Job Codes will automatically add after warnings when the user imports a time clock file into payroll and the job code does not already exist in the system.
Selecting a Check Type of Manual will prevent taxes from calculating.
Once a Time Import Batch starts, there can be no changes to the Batch Type. The View option next to the batch type name is to view the settings, but not update them.
Time Import batches do not include Auto-Pay. To include Auto-Pay the user should start a Regular batch set up to include Auto-Pay, then Merge the Batches together if necessary.
Our customer support team is always here to help if you have questions or would like some help. Contact us at help@workyard.com or message us via the Help icon.